How to Setup Custom Menu Folders for Users

1. Use the Company specific Menu, which is available to all Users using that particular company

2. Use the VA Menu Template

  NOTE: Make sure the User who is making the change has the Menu Administrator permission checked in their VA User Profile.

Option 1 Creating Custom Menu Folders and Subfolders.

1. Both the [Company] menu folder and My Tasks folder will allow drag and drop of programs(forms) and reports as needed without creating a subfolder. To delete any previously created custom folder or contents of a folder, right click and select that option.

2. To create a subfolder in the [Company], My Tasks, or Standard module folders; right mouse click to select New, Subfolder and enter a name. Then drag/drop the programs(forms0 and reports as needed. 

   

3. Standard menu folders can be copied in their entirety to other folders by selecting the module and folder to copy, then right click selecting Copy Folder. Select the destination menu folder, right click selecting Paste Folder. This will paste what was in the original menu folder into the newly created folder.

Option 2 Creating a Menu Template to select for multiple users.

1. In VA Menu Templates, enter N or + in the Folder Template # field. The system defaults the next available number, which begins numbering custom templates at 10,000. This helps to distinguish them from the standard templates that arrive with the system.

    

   •          Enter a name for the folder in the Folder Title field.
   •          Enter the module to associate with the folder in the Module field. Press F4 for a list of modules. By associating a module with this template, users can create a subfolder based on this template in the root folder for the module on the Folders pane of the Main Menu.
   •          Check the Active box if you want this template available for use when users add subfolders to folders in the Folders pane on the Menu tab of the Main Menu.
2. Add menu items for the folder using the Menu Items tab.

    

   •          Select the Item Type, F-Form or R-Report from drop-down list.
   •          Enter the name of the form or the report ID in the Item field. Press F4 to see a list of forms or reports.  When you press F4, the system displays either forms or reports depending on the selection you made in the Item Type drop-down.
   •          The system automatically displays the title of the form or report in the Title field.
   •          Enter the display sequence for the item in the MenuSeq field.
3. Save the record.
4. Users will see the new folder option when they select to add a new folder.